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Will Application

Pension Preservation Fund

Helfin’s Offshore Portfolio Insight: 03 June 2020

Will Application

TESTATOR & TESTATRIX

* Testator (Male) and Testatrix (Female) is the person(s) setting up the will.

TESTATOR

First Name

Middle Name

Last Name

TESTATRIX

First Name

Middle Name

Last Name

Type of Will

Single Will

Joint Will

Married

In Community of Property

Out of Community of Property

Select an option

Address

Address Line 1

Address Line 2

City

Province

Country

EXECUTORS, CHILDREN & GUARDIANS

EXECUTOR

* An executor (or executrix) of an estate is an individual appointed to administer the estate of a deceased person. The executor's main duty is to carry out the instructions to manage the affairs and wishes of the deceased person's estate

* When people select a joint will, spouses usually nominate each other as executor and in the case of simultaneous death, an alternative person.

Nominate Spouse (If Applicable)

Yes

No

First Name

Last Name

Executor ID no / Date of Birth:

ALTERNATIVE EXECUTOR

* Select an alternative executor should your first choice of executor predeceases you, declines, or becomes unwilling or unable to act.

First Name

Last Name

Alternative Executor ID no / Date of Birth:

GUARDIANS

* Provide the full details of the person(s) you appoint as guardians of your minor children when you pass away.

Guardians full names and surname

ID no / Date of Birth:

Guardians full names and surname

ID no / Date of Birth:

Guardians full names and surname

ID no / Date of Birth:

Add more fields guardians

Yes

No

Guardians full names and surname

ID no / Date of Birth:

Guardians full names and surname

ID no / Date of Birth:

Guardians full names and surname

ID no / Date of Birth:

Guardians full names and surname

ID no / Date of Birth:

Guardians full names and surname

ID no / Date of Birth:

DISCRETIONARY TRUSTS & TESTAMENTARY TRUSTS

EXISTING TRUST

* If you have an existing family trust which will be utilized, please provide the name and registration number of the trust.

Trust Name

Registration Number

TESTAMENTARY TRUST

* If you do not have an existing trust, select the option Testamentary Trust and the age funds should be kept in trust for the beneficiaries. A Testamentary Trust is set up at death and is done free of charge.

Testamentary Trust

Funds to be held in trust until beneficiaries reach the age of:

BENEFICIARIES

* Beneficiaries are the people who inherit from your estate.

Full Names

ID no / Date of Birth

Full Names

ID no / Date of Birth

Full Names

ID no / Date of Birth

Full Names

ID no / Date of Birth

Add More Beneficiaries

Yes

No

Full Names

ID no / Date of Birth

Full Names

ID no / Date of Birth

Full Names

ID no / Date of Birth

DESIGNATION

Choose One

Per Stirpes

Per Capita

Per stirpes indicates that if any of your beneficiaries aren't living at the time of your death, their share of the estate will pass to their descendants. Per capita distributions can only go to the named beneficiaries and in equal shares.

TRUSTEES

Trustees are the people who manages the trust and the assets kept in the trust on behalf of your beneficiaries. (When selecting a Trustee, the most important qualities are honesty, stability, dependability, organization, financial experience, and ability to devote time and energy on an impartial basis for the benefit of all Beneficiaries. The Trustee is the most pivotal and critical part of any Trust Agreement.) If a insolvent is not rehabilitated they may not be nominated as a Trustee. We usually recommend three trustees. This means a majority vote can be reached if necessary. It is advisable to select the third trustee as an independent professional like an accountant or other person qualified to act as a professional trust administrator.

Full Names

ID no / Date of Birth:

Full Names

ID no / Date of Birth:

Full Names

ID no / Date of Birth:

Add More Trustees

Yes

No

Full Names

ID no / Date of Birth:

Full Names

ID no / Date of Birth:

Full Names

ID no / Date of Birth:

Full Names

ID no / Date of Birth:

Full Names

ID no / Date of Birth:

BEQUESTS

*Bequest is a gift of Personal Property, such as money, stock, bonds, or jewelry.

Bequests

Residual Bequests

MISCELLANEOUS

*Collation is a unique principle in South African common law in that it requires that your children should inherit equally when you die. This includes taking into account valuable benefits you may have given to some of your children while you were alive. Unless you specifically exclude collation, perceived unfair assistance can lead one sibling to instruct the executor to implement collation whereby the inheritance is divided equally.

Collation

Funeral

Worldwide Assets

South African Assets only

Special Requests /Additional Instructions

COMPLETE OBLITERATION

*Only applicable when there are no children or minor children in the family. Select beneficiaries who will inherit from your estate should your whole family perish due to an un unforeseen event

Full name and surname

ID no / Date of Birth:

Full name and surname

ID no / Date of Birth:

Add more fields

Yes

No

Full name and surname

ID no / Date of Birth:

Full name and surname

ID no / Date of Birth:

Full name and surname

ID no / Date of Birth:

Full name and surname

ID no / Date of Birth:

Full name and surname

ID no / Date of Birth:

Full name and surname

ID no / Date of Birth:

Special Requests /Additional Instructions

UNREHABILITATED INSOLVENT

When a benificiary is an unrehabilitated insolvent when they become entitled to claim their inheritance, the assets are bequeathed to a trust until they are rehabilitated. Through this, you safeguard the inheritance and the inheritance can then not be attached by their creditors.

Full name and surname

ID no / Date of Birth:

Full name and surname

ID no / Date of Birth:

Add more fields

Yes

No

Full name and surname

ID no / Date of Birth:

Full name and surname

ID no / Date of Birth:

Full name and surname

ID no / Date of Birth:

Special Requests /Additional Instructions

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©2020 HELFIN FINANCIAL SERVICES
Contact us: +2712 346 3001
106 Nicolson St, Brooklyn, Pretoria,

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